Forum Discussion

BPK's avatar
3 years ago

Statements Importing

Need Help

Unable to import bank statements wrong format 

need to change from PDF to QIF or OFX don't know how

  • Hi BPK

     

    Thanks for your post and welcome to the Community Forum ! So that you can upload a bank statement into your file  the bank statement needs to be downloaded from your Internet banking website and saved as a .QIF or OFX file. If you're unsure how to do this, it is recommended to speak to your banking institution or check their website. 

     

    Do let us know how you go. 

     

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